Whether you’re a homeowner, a parent/guardian, or you’re planning for retirement, a well-crafted estate plan can help you protect your assets, provide for future generations, and continue your legacy. Have questions? We have the answers. Join us for a complimentary webinar about estate planning.
Chris Ellis, of CUSO Financial Services, L.P.*, is our in-branch Financial Advisor who has been helping and advising LAPFCU members for over 5 years. In this live webinar, Chris will answer all your questions and cover:
- The importance of a trust
- Beneficiary designation
- Diversifying your assets
- Tax-efficient investments
Wednesday, October 13
6-7 p.m. PDT
Need assistance? Contact Natalie at (818) 779-3393 or email@example.com.
Questions? Call us @ 877-695-2732
*Webinar times and dates subject to change or cancellation at any time. **Non-deposit investment products and services are offered through CUSO Financial Services, LP (“CFS”) a registered broker-dealer (Member FINRA/SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. The Credit Union has contracted with CFS for investment services. Atria Wealth Solutions, Inc. (“Atria”) is a modern wealth management solutions holding company. Atria is not a registered broker-dealer and/or Registered Investment Advisor and does not provide investment advice. Investment advice is only provided through Atria’s subsidiaries. CUSO Financial Services, LP is a subsidiary of Atria. 0821-13